FinMason partnered with Silver Wealth Technologies. Panoramix announced a new technology integration with Wealthbox. Docupace and WalkMe announced a strategic partnership. Broadridge is planning to launch a new blockchain-based shareholder disclosure platform in Europe. Advisor Group completed its 4th annual Wealth Management Symposium in Las Vegas, Nevada. ConferenceAdit expands its turnkey suite of services for attendees of conferences organized by independent broker-dealers, custodians and industry associations.
U.S.-based fintech FinMason announced on Tuesday it has partnered with Silver Wealth Technologies, a trusted provider of enterprise-class business and technology solutions for investment services companies. Through the collaboration, FinMason’s real-time API will be used to deeply integrate investment calculations into Silver’s innovative wealth data unification platform, enabling advisors and wealth managers to access analytics on any publicly-traded security in the world.
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Panoramix, an innovative advisor technology platform, announced a new technology integration with leading CRM provider, Wealthbox. Advisors using both systems will now be able to sync data across platforms, saving time and resources while ensuring accurate reporting.
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Docupace and WalkMe, the world’s first Digital Adoption Platform and one of the fastest-growing global software companies, announced a strategic partnership enabling broker-dealers and advisors to easily adopt and implement Docupace into their practices for greater and more efficient service offerings.
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Broadridge is planning to launch a new blockchain-based shareholder disclosure platform in Europe in preparation for the incoming European Shareholder Rights Directive.
It is also planning a series of process enhancements in order to support both institutional intermediaries for global proxy voting.
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Advisor Group, one of the nation’s largest networks of independent wealth management firms, comprising FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial, completed its 4th annual Wealth Management Symposium in Las Vegas, Nevada. Held from May 29 through May 31, the Wealth Management Symposium (WMS) has become one of the industry’s leading conferences for aligning education, networking and best practices-sharing in one consolidated event to position independent financial advisors for success across every facet of holistic wealth management.
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ConferenceAdit, a technology-enabled provider of comprehensive continuing education event support for the retail wealth management space, announced the expansion of its turnkey suite of services to deliver mobile-based continuing education solutions for attendees of conferences organized by independent broker-dealers, custodians and industry associations. With the expansion of its platform, ConferenceAdit now provides any organization hosting a continuing education (CE) conference with the ability to track attendee participation, conduct instant attendee surveys and distribute digital conference materials via a streamlined mobile-based platform.
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